This week, JoePat Roop discusses the importance of having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. The goal is to provide clients with the confidence to make choices without worrying about financial needs. The conversation also touches on the misconception of needing a specific amount of money to retire comfortably, highlighting the importance of individualized plans based on income goals and personal circumstances.

For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com

This week, JoePat Roop discusses the importance of having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. The goal is to provide clients with the confidence to make choices without worrying about financial needs. The conversation also touches on the misconception of needing a specific amount of money to retire comfortably, highlighting the importance of individualized plans based on income goals and personal circumstances.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop.

JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably.

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Learn more online at Belmont-Capital.com or on social: Facebook, Instagram and LinkedIn

Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop.
JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably.
Don't miss an episode! Subscribe and follow.  
Learn more online at <a href="https://bit.ly/3rFKVL7">Belmont-Capital.com</a> or on social: <a href="https://bit.ly/46R6yHb">Facebook</a>, <a href="https://bit.ly/3QdYElD">Instagram</a> and <a href="https://bit.ly/46qQIDn">LinkedIn</a>

JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years.

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